Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58K Sell
1,857
-1,146
-38% -$975 ﹤0.01% 765
2025
Q1
$2.97K Sell
3,003
-2,101
-41% -$2.08K ﹤0.01% 669
2024
Q4
$6.64K Sell
5,104
-2,830
-36% -$3.68K ﹤0.01% 493
2024
Q3
$10.5K Sell
7,934
-123
-2% -$162 0.01% 436
2024
Q2
$11.7K Sell
8,057
-345
-4% -$500 0.01% 296
2024
Q1
$24.5K Hold
8,402
0.02% 202
2023
Q4
$35K Sell
8,402
-2,642
-24% -$11K 0.03% 174
2023
Q3
$33.3K Buy
11,044
+1,112
+11% +$3.35K 0.03% 224
2023
Q2
$74.5K Sell
9,932
-343
-3% -$2.57K 0.06% 158
2023
Q1
$42K Sell
10,275
-890
-8% -$3.64K 0.03% 199
2022
Q4
$51.2K Buy
11,165
+4
+0% +$18 0.04% 177
2022
Q3
$109K Buy
11,161
+207
+2% +$2.02K 0.09% 154
2022
Q2
$115K Buy
10,954
+221
+2% +$2.32K 0.08% 160
2022
Q1
$453K Buy
10,733
+1,749
+19% +$73.8K 0.3% 70
2021
Q4
$377K Buy
8,984
+420
+5% +$17.6K 0.24% 88
2021
Q3
$710K Buy
8,564
+2,369
+38% +$196K 0.5% 52
2021
Q2
$739K Buy
+6,195
New +$739K 0.53% 51